wayground logo

Free Printable Worksheets

Font size

S
M
L
XL
Worksheets

WISE! Test Practice 2 (39 Questions)

Total questions: 39

Worksheet time: 20mins

Name
Class
Date
1.

Why does a corporation issue bonds to the public?

a)

It wants to borrow money.

b)

It wants to lend money.

c)

It wants to decrease the price of its stock.

d)

It wants to increase the price of its stock.

2.

When a person increases the number of payroll exemptions, he will have

a)

an increase in his net income.

b)

a decrease in his net income.

c)

no change in his net income.

d)

a reduction in his Social Security payment.

3.

Which of the following choices lists assets from MOST liquid to LEAST liquid?

a)

Savings account, certificate of deposit (CD), real estate.

b)

Money market account, bonds, checking account.

c)

Stocks, savings account, money market account.

d)

Bonds, real estate, certificate of deposit (CD).

4.

What is the advantage for a person to have his paycheck directly deposited into his bank account?

a)

Check-cashing stores only cash personal checks, not paychecks.

b)

Paycheck funds are available faster than if the person brought the paycheck to the bank.

c)

Taxes deducted from gross pay are lower if the paycheck is sent directly to the bank.

d)

Paycheck funds will only be spent on budgeted items.

5.

What might cause the price of a stock to change on a particular day?

a)

The corporation's finance committee changes the stock price quarterly.

b)

The company announces that it will release a new product.

c)

The president of the company declares an increase or decrease in the price of the stock.

d)

Nothing: prices are fixed at the time the stock is issued for sale to the public.

6.

If raising the deductible on car insurance coverage for collision from $200 to $400, the premium will be

a)

a lower amount.

b)

the same amount

c)

a different amount each month.

d)

billed monthly instead of annually

7.

Why are mutual funds considered a wise investment?

a)

They pay a fixed rate of interest over a set period of time.

b)

They are insured by the federal government.

c)

They diversify a person's portfolio among a number of stocks.

d)

They require a high rate of return.

8.

If you only had liability car insurance and you were at fault in an accident, what would your insurance cover?

a)

Your car and your medical bills.

b)

The other person's car and medical bills.

c)

Nothing.

d)

Your car only.

9.

If a person pays only the minimum monthly amount on a credit card bill, the person will

a)

be charged interest on the remaining balance.

b)

avoid interest charges completely.

c)

reduce the credit limit.

d)

raise his credit score quickly.

10.

When a person uses a debit card:

a)

The money is loaned by the bank.

b)

The money is immediately deducted from the person's account.

c)

The person is charged interest.

d)

The person builds up a credit history.

11.

Which of the following is a good example of a long-term investment?

a)

Savings account.

b)

Money market account.

c)

Certificate of deposit for six months.

d)

Mutual fund.

12.

The main reason people use credit is to

a)

increase the amount of money in a checking account.

b)

increase their net worth.

c)

buy something and pay for it later.

d)

earn interest.

13.

13. An example of an unearned income is

a)

Salary

b)

Wages

c)

Interest

d)

Commission

14.

When a person is "vested" in a retirement plan, it means that the person

a)

has been fired.

b)

is guaranteed the employer's contribution to the plan.

c)

is not eligible to retire.

d)

will receive Medicare benefits.

15.

Which type of financial institution typically pays the highest rate of interest on savings account balances?

a)

Commercial bank.

b)

Investment bank.

c)

Credit union.

d)

Mortgage company.

16.

If a person's credit card is stolen and the thief charges items, what is the maximum amount the person can be held responsible for?

a)

$0.

b)

$50.

c)

$500.

d)

The full amount charged.

17.

When a person budgets for fixed expenses, they should include

a)
groceries.
b)

gas

c)

rent

d)

entertainment

18.

Which statement is true about sales tax?

a)

It is usually added to the price of an item purchased.

b)

It is a tax on earned income.

c)

It is deducted from a person's paycheck.

d)

It is paid once a year.

19.

A benefit of using a credit union is that it

a)

is open to the public.

b)

offers lower interest rates on loans.

c)

is available in every city.

d)

is regulated by insurance companies.

20.

What type of account typically has the lowest interest rate?

a)

Certificate of deposit

b)

Checking account

c)

Money market account

d)

Savings account

21.

What does "diversification" in investing help reduce?

a)

Taxes

b)

Earnings

c)

Risk

d)

Liquidity

22.

What is the primary purpose of a W-2 form?

a)

To apply for a job

b)

To report wages and taxes withheld to the IRS

c)

To open a bank account

d)

To register for selective service

23.

Which is the best reason for investing in a Roth IRA over a traditional IRA?

a)

Roth IRAs offer immediate tax deductions

b)

Roth IRAs have lower fees

c)

Roth IRAs allow tax-free withdrawals in retirement

d)

Roth IRAs are sponsored by employers

24.

Why would someone want to refinance a mortgage?

a)

To increase the term of the loan

b)

To raise the monthly payment

c)

To get a lower interest rate

d)

To change lenders

25.

If inflation is higher than the interest rate earned on a savings account, what happens to the purchasing power of money in the account?

a)

It increases

b)

It stays the same

c)

It decreases

d)

It doubles

26.

A person invested in a company’s stock. If the company does well, what happens to the stockholder?

a)

The stockholder is guaranteed a dividend

b)

The stockholder may benefit from an increase in stock value

c)

The stockholder is repaid the purchase amount

d)

The stockholder must reinvest automatically

27.

Which is considered a variable expense?

a)

Mortgage

b)

Car payment

c)

Groceries

d)

Student loan

28.

What is a primary reason to maintain a good credit score?

a)

To receive higher taxes

b)

To get better job offers

c)

To qualify for lower interest rates on loans

d)

To reduce insurance premiums

29.

What does the FDIC insure?

a)

Investments in mutual funds

b)

Life insurance policies

c)

Deposits in member banks up to $250,000

d)

Pension plans

30.

What is the advantage of using a credit card responsibly?

a)

It eliminates the need for a budget

b)

It improves your credit history

c)

 It provides unlimited spending power

d)

It increases your income

31.

What is the consequence of making only the minimum payment on a credit card balance?

a)

The balance is paid off faster

b)

Interest charges are minimized

c)

It takes longer to pay off the balance

d)

Your credit score improves immediately

32.

What is a “pay yourself first” strategy?

a)

Paying bills immediately

b)

Depositing money into savings before spending

c)

Paying off credit cards monthly

d)

Paying for entertainment first

33.

What is the benefit of compounding interest?

a)

It reduces taxes

b)

It slows account growth

c)

It helps your money grow faster over time

d)

It guarantees profit

34.

What is the safest investment with the lowest return?

a)

Stocks

b)

Savings account

c)

Mutual funds

d)

Corporate bonds

35.

A credit score is most influenced by what factor?

a)

Length of credit history

b)

Types of credit used

c)

Payment history

d)

New credit inquiries

36.

What is gross income?

a)

Income after taxes

b)

Income before taxes

c)

Bonus pay

d)

Interest earned

37.

Which type of auto insurance coverage pays for damages to your car in an accident you cause?

a)

Liability

b)

Collision

c)

Comprehensive

d)

Uninsured motorist

38.

What does a budget help a person do?

a)

Eliminate debt instantly

b)

Increase income

c)

Plan and control spending

d)

Pay more taxes

39.

What is the main purpose of taxes?

a)

To pay for personal savings

b)

To fund government programs and services

c)

To reward saving behavior

d)

To reduce borrowing